Latest news, useful features and tips for your Salesforce

CRM Tactics To Win Back Clients

May 2, 2017

Customer instability and retention is a constant headache for global marketers. But did you know that by simply utilizing your CRM solution, you can increase your chances of winning back previous clients? Here’s how…

There are many different reasons that companies lose clients – from bad or non-existent customer support to delayed deliveries and even steep discounts from competitors. Every company experiences customer loss to some degree. The key is to understand which customers are leaving and why.

Who is leaving?

If you want to dive deep into customer behavior, look no further than Salesforce Wave Analytics. It literally opens up a whole world of customer stories by logging every single interaction and storing it within Salesforce. Your task is to read each chapter carefully. What was ordered? From what source? How long did it take to process the order? By whom it was delivered? Wave Analytics is a great tool for meaningful insights on typical client behaviour.

Why are they leaving?

Learn as much as you can from the data you have by identifying client pains and needs. This will help you determine exactly why they left. 42% of Americans will stop purchasing from a brand after two bad service experiences and 66% of customers change brands because of poor service. Maybe your business is understaffed and your field agents are not able to process and deliver so many orders. Take a look at Field Service Lightning – a powerful way to enhance your team’s productivity and customer service.

How can you re-engage them?

Pardotenables you to create and run personalized campaigns to reconnect with previous customers. Apologize and explain how you’ve improved your services since they left. Offer a discount, a free service or send a gift. You can even use the SwagIQ application designed for intelligent gifting right from Salesforce.

How can you prevent them from leaving again?

Once you reconnect, you need to make sure you are monitoring their likes, dislikes and basic buying preferences. Personalized content and great customer service will keep them coming back.

If you’d like more information on how to get the most out of your Salesforce CRM, let us know!

Image source: youtube.com

Every new Salesforce Release is jam-packed with features that help your business become more efficient and client-focused. The new Spring ‘17 update is certainly no exception. With the addition of… Read More

Thanksgiving is the time for tasty food, joyful celebrations and being grateful for everything we have. So in the spirit of gratitude, here are the Top 10 Things We Are… Read More

In the Part 1 we picked out 4 of 8 the most attractive features and what Salesforce should improve in Winter’ 16 release. In this new post, we continue to make… Read More

While talking to our clients we often face misunderstanding when mentioning Salesforce PDO Partnership. In this article we would like to tell what PDO is and how it can benefit… Read More

Lightning is a new generation of Salesforce1 platform which includes powerful tools for developers, administrators and business analysts. Focusing 100% on Salesforce, we made a complete research of the Lightning… Read More

There is no doubt that implementing the Salesforce with your own talent pool looks reasonable and cost-effective. Inescapable fact that there are companies successfully implemented Salesforce by their own. But, as… Read More

Find Out How We can Help

If you’re ready to find out more about how CodeSWAT can help maximize your Salesforce efforts, let’s talk.